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Women & Wealth: Financial Strategies for Growing Your Law Firm while Investing in Yourself
Morgan Stanley
1585 Broadway
New York, NY 10036
(212) 761-4000
Monday, October 22, 2018, 6:00 PM - 8:00 PM EDT
Category: New York City Events

                    

Women owned law firms face a number of critical decisions that may have an enormous impact on the future success of their firm. Join us for a discussion with advisors who can help you focus on the key strategies to strengthen your business for the long term, from tax planning and the implications of the Tax Cuts and Jobs Act, to integrating your business plan with your personal wealth plan. During this event, you will hear specific tips relevant to the financial health and growth of your firm, as well as a conversation on personal finance to ensure that your financial strategy aligns with your long term goals. There will be an opportunity for networking and Q&A.

SPEAKERS

Allison Brack, CPA
Partner
Citrin Cooperman

Sarah Beane Ricca, CFP®, CDFA®
Vice President, Financial Advisor
Morgan Stanley

HOSTED BY

The RK Group at Morgan Stanley

LOCATION

Morgan Stanley
1585 Broadway, New York, NY

DATE & TIME

Monday, October 22nd, 6 – 8pm
6:00 – 6:30 Cocktails & Networking
6:30 – 7:30 Program

Please RSVP by Friday, October 19th.

RSVP NOW

The guest speaker is neither an employee nor affiliated with Morgan Stanley Wealth Management. Opinions expressed by the guest speaker are solely his own and do not necessarily reflect those of Morgan Stanley. Individuals should consult with their tax/legal advisors before making any tax/legal-related investment decisions as Morgan Stanley and its Financial Advisors do not provide tax/legal advice. Investments and services offered through Morgan Stanley Smith Barney LLC. Member SIPC.  © 2018 Morgan Stanley Smith Barney LLC. Member SIPC.

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